Filed May 24, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,198 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,576 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,283 | $100,923+1.3% | $150,045-31.8% | $74,304+37.7% |
| Participation rate | 93.1% | 70.1%+23.0pp | 82.3%+10.8pp | 60.3%+32.8pp |
| Annual return | 14.14% | 51.77%-37.6pp | 62.55%-48.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,894 | $3,463-16.4% | $4,693-38.3% | $2,241+29.1% |
| Participant deferral / active EE | $7,899 | $6,709+17.7% | $7,997-1.2% | $3,767+109.7% |
| Admin fee / account holder | $240 | $2,767-91.3% | $13,435-98.2% | $2,969-91.9% |